Af Rtrmnt Inc.-Moderate-ANBARX

13F holders, Q1 2026 (March 31)
1holders
1new positions
0sold out
$13.60avg. 13F price*

At the end of Q1 2026, 1 institutions reported holding Af Rtrmnt Inc.-Moderate-A (NBARX) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 0 sold out. The largest holder was Luminist Capital LLC ($54K).

Company
Af Rtrmnt Inc.-Moderate-A
Filed as
AMERICAN FUNDS RETIRE INC PORT-MOD A (Q1 2026)
CUSIP
02631L841
Latest filing quarter
Q2 2026

History

Number of 13F holders

01 Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q3 2025 → Q1 2026

InstitutionsTotal Value
New Positions1$54K
Exits0$0

All 13F filers, Q3 2025 → Q1 2026: 3,939 shares bought, net +3,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Luminist Capital LLC 0.07% New 3,939 $54K

"% of holder's portfolio" is NBARX's weight in each manager's 13F, not the share of Af Rtrmnt Inc.-Moderate-A the manager owns.